Banking + Capital Markets
July 10, 2014
5 Hedge Fund Managers Poised to Deliver Alpha
Meet five hedge fund managers on track to produce market-beating returns over the next 25 years.
By Michael Peltz, Amanda Cantrell
From left: Josh Birnbaum of Tilden Park, Nehal Chopra of Ratan Capital, Deepak Gulati of Argeniere Capital, Greg Lippmann of LibreMax and Jeffrey Smith of Starboard Value (Illustrations by Joe Morse)
In what has become an annual ritual, in January members of
Institutional Investors editorial team made a
trip across the Hudson to CNBCs world headquarters in
Englewood Cliffs, New Jersey, to meet with our counterparts at
the cable financial news giant. The topic that day was Delivering
Alpha, an investment conference we cohost in July that
brings together many of the worlds top asset managers and
investors to discuss key financial issues.
Our goal each year is simple: We want to put together an
agenda that surpasses the previous years no easy
task when your lineup includes more than a dozen of the biggest
hedge fund managers in the business. Our partners at CNBC,
which is celebrating its 25th anniversary this year, came up
with a novel idea for Delivering Alpha 2014: Profile five hedge
fund managers who are likely to deliver market-beating returns
over the next 25 years. They left it to us to do the research
and pick them.
Clearly, our task was ambitious, but we think weve
found five managers with the investment smarts, business acumen
and drive to succeed for a very long time. Three of the
managers Joshua Birnbaum of Tilden Park Capital
Management, Deepak Gulati of Argentière Capital and
Jeffrey Smith of Starboard Value will be participating
in a best ideas panel at Delivering Alpha on July 16 at New
Yorks Pierre Hotel. Dont miss it.